


Annette Wilson

Rafia Hasan CFA, CFP®

Abegael Fleming

Jake Sierka

Lisa Musich

Jay Liang

Will Rouse

Philip Hart

Brian Stone

Bill Gordon, CDFA

Eric Jardine, CFA®

Bill Rackley, CFP®

David Hale, CFP®

Dev Gupta, CFP®

Maya Joelson

Scott Yi, CFA®

Chuck Pinson-Rose, CFA®

Chris Saunders

Dermott Larkin

Eric Linser, CFA®

Jonathan Masse, CFA®

Jonathan Hoy

Roy Manriquez

Scott Elisha

Thomas Manetta

Tracy Canning

Susanna Pinto

Ahmed Moawad CFA®

Sarah George

Gama Jimenez

Rachel Elson, CFP®

Danny McAuliffe, CFP®

Kolby Giddings

Doris Chin

Christina Amor
